Civic Intelligence

Optimize Inc.

Plan context: Optimize Inc. 401(K) Profit Sharing Plan

EIN 92-0192297 • Valencia, CA • 12 filings • 3 plans

24307 Magic Mountain Pkwy, No. 368Valencia, CA 91355
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$1,019,621

2025 Contributions

$17,096

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,019,621$509,811$0200820202025YearValue
$1,019,621Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

420200820202025YearValue
4Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202514$1,019,621$17,096$4,274iApproximate average salary by contribution assumption: employee only about $106,850 at 4% or $71,233 at 6%; with 50% employer match about $71,233 at 4% or $47,489 at 6%; with 100% employer match about $53,425 at 4% or $35,617 at 6%.
Optimize Inc. 401(K) Profit Sharing Plan-4$1,019,621$17,096$4,274iApproximate average salary by contribution assumption: employee only about $106,850 at 4% or $71,233 at 6%; with 50% employer match about $71,233 at 4% or $47,489 at 6%; with 100% employer match about $53,425 at 4% or $35,617 at 6%.
202414$886,536$56,089$14,022iApproximate average salary by contribution assumption: employee only about $350,556 at 4% or $233,704 at 6%; with 50% employer match about $233,704 at 4% or $155,803 at 6%; with 100% employer match about $175,278 at 4% or $116,852 at 6%.
Optimize Inc. 401(K) Profit Sharing Plan-4$886,536$56,089$14,022iApproximate average salary by contribution assumption: employee only about $350,556 at 4% or $233,704 at 6%; with 50% employer match about $233,704 at 4% or $155,803 at 6%; with 100% employer match about $175,278 at 4% or $116,852 at 6%.
202314$727,958$74,931$18,733iApproximate average salary by contribution assumption: employee only about $468,319 at 4% or $312,213 at 6%; with 50% employer match about $312,213 at 4% or $208,142 at 6%; with 100% employer match about $234,159 at 4% or $156,106 at 6%.
Optimize Inc. 401(K) Profit Sharing Plan-4$727,958$74,931$18,733iApproximate average salary by contribution assumption: employee only about $468,319 at 4% or $312,213 at 6%; with 50% employer match about $312,213 at 4% or $208,142 at 6%; with 100% employer match about $234,159 at 4% or $156,106 at 6%.
202214$542,202$53,750$13,438iApproximate average salary by contribution assumption: employee only about $335,938 at 4% or $223,958 at 6%; with 50% employer match about $223,958 at 4% or $149,306 at 6%; with 100% employer match about $167,969 at 4% or $111,979 at 6%.
Optimize Inc. 401(K) Profit Sharing Plan-4$542,202$53,750$13,438iApproximate average salary by contribution assumption: employee only about $335,938 at 4% or $223,958 at 6%; with 50% employer match about $223,958 at 4% or $149,306 at 6%; with 100% employer match about $167,969 at 4% or $111,979 at 6%.
202113$619,803$74,458$24,819iApproximate average salary by contribution assumption: employee only about $620,483 at 4% or $413,656 at 6%; with 50% employer match about $413,656 at 4% or $275,770 at 6%; with 100% employer match about $310,242 at 4% or $206,828 at 6%.
Optimize Inc. 401(K) Profit Sharing Plan-3$619,803$74,458$24,819iApproximate average salary by contribution assumption: employee only about $620,483 at 4% or $413,656 at 6%; with 50% employer match about $413,656 at 4% or $275,770 at 6%; with 100% employer match about $310,242 at 4% or $206,828 at 6%.
202013$486,292$29,340$9,780iApproximate average salary by contribution assumption: employee only about $244,500 at 4% or $163,000 at 6%; with 50% employer match about $163,000 at 4% or $108,667 at 6%; with 100% employer match about $122,250 at 4% or $81,500 at 6%.
Optimize Inc. 401(K) Profit Sharing Plan-3$486,292$29,340$9,780iApproximate average salary by contribution assumption: employee only about $244,500 at 4% or $163,000 at 6%; with 50% employer match about $163,000 at 4% or $108,667 at 6%; with 100% employer match about $122,250 at 4% or $81,500 at 6%.
201913$374,091$53,764$17,921iApproximate average salary by contribution assumption: employee only about $448,033 at 4% or $298,689 at 6%; with 50% employer match about $298,689 at 4% or $199,126 at 6%; with 100% employer match about $224,017 at 4% or $149,344 at 6%.
Optimize Inc. 401(K) Profit Sharing Plan-3$374,091$53,764$17,921iApproximate average salary by contribution assumption: employee only about $448,033 at 4% or $298,689 at 6%; with 50% employer match about $298,689 at 4% or $199,126 at 6%; with 100% employer match about $224,017 at 4% or $149,344 at 6%.
201813$271,914$56,532$18,844iApproximate average salary by contribution assumption: employee only about $471,100 at 4% or $314,067 at 6%; with 50% employer match about $314,067 at 4% or $209,378 at 6%; with 100% employer match about $235,550 at 4% or $157,033 at 6%.
Optimize Inc. 401(K) Profit Sharing Plan-3$271,914$56,532$18,844iApproximate average salary by contribution assumption: employee only about $471,100 at 4% or $314,067 at 6%; with 50% employer match about $314,067 at 4% or $209,378 at 6%; with 100% employer match about $235,550 at 4% or $157,033 at 6%.
201024$45,948$1,036$259iApproximate average salary by contribution assumption: employee only about $6,475 at 4% or $4,317 at 6%; with 50% employer match about $4,317 at 4% or $2,878 at 6%; with 100% employer match about $3,238 at 4% or $2,158 at 6%.
Optimize Inc. 401K Profit Sharing Plan-4$45,948$1,036$259iApproximate average salary by contribution assumption: employee only about $6,475 at 4% or $4,317 at 6%; with 50% employer match about $4,317 at 4% or $2,878 at 6%; with 100% employer match about $3,238 at 4% or $2,158 at 6%.
Optimize Inc. 401K Profit Sharing Plan-0$0$0-
200914$41,816$2,857$714iApproximate average salary by contribution assumption: employee only about $17,856 at 4% or $11,904 at 6%; with 50% employer match about $11,904 at 4% or $7,936 at 6%; with 100% employer match about $8,928 at 4% or $5,952 at 6%.
Optimize Inc. 401K Profit Sharing Plan-4$41,816$2,857$714iApproximate average salary by contribution assumption: employee only about $17,856 at 4% or $11,904 at 6%; with 50% employer match about $11,904 at 4% or $7,936 at 6%; with 100% employer match about $8,928 at 4% or $5,952 at 6%.
200814$33,884$10,658$2,665iApproximate average salary by contribution assumption: employee only about $66,613 at 4% or $44,408 at 6%; with 50% employer match about $44,408 at 4% or $29,606 at 6%; with 100% employer match about $33,306 at 4% or $22,204 at 6%.
Optimize Inc. 401K Profit Sharing Plan-4$33,884$10,658$2,665iApproximate average salary by contribution assumption: employee only about $66,613 at 4% or $44,408 at 6%; with 50% employer match about $44,408 at 4% or $29,606 at 6%; with 100% employer match about $33,306 at 4% or $22,204 at 6%.